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DAVENPORT & Co LLC: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVENPORT & Co LLC on UPS, newest first. How the timeline and the estimate are built.

DAVENPORT & Co LLC held 841,463 UPS shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 841,463 shares
    Change vs previous 13F -71,426 shares

    0.46% of the 13F portfolio, value $90,564,468.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 912,889 shares
    Change vs previous 13F +73,920 shares

    0.49% of the 13F portfolio, value $89,045,388.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 838,969 shares
    Change vs previous 13F -55,344 shares

    0.45% of the 13F portfolio, value $83,322,397.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 894,313 shares
    Change vs previous 13F -53,906 shares

    0.4% of the 13F portfolio, value $74,926,428.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 948,219 shares
    Change vs previous 13F -15,343 shares

    0.53% of the 13F portfolio, value $95,766,581.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 963,562 shares
    Change vs previous 13F +73,053 shares

    0.63% of the 13F portfolio, value $105,917,506.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 890,509 shares
    Change vs previous 13F -7,377 shares

    0.66% of the 13F portfolio, value $112,121,333.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 897,886 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $122,055,695.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).